Financial Planners & Analysts

How confident are you with the numbers?

Sure, budgeting, planning, modeling and forecasting are critical processes for financial planners and analysts. Understanding all the underlying systems, databases, programs, products, associated stakeholders - across all the lines of business - while relying on a myriad of spreadsheets, outdated tools, IT resources or a combination thereof can feel like mission impossible.

Don't spend time mired in data entry and updates. When you use one solution for CPM, you simplify disparate budgeting and planning processes and generate value by analyzing variances, generating rolling forecasts, modeling cash flows and producing business insights that positively impact financial performance.

Tagetik’s business modeling tools provide you with decision support for costing, production, cash flow modeling and forecasting. Evaluate the impact of changes to interest, exchange rates, bad debt or tax structures, which can be directly input to plans, budgets and forecasts.

Tagetik gives you collaboration and communication capabilities such as email, notifications, alerts, comments and ability to share documents, versions, deadlines, workflows and status within the application. There’s no need for guesswork or interpretation when you can communicate with peers directly.

Stop manually entering data and verifying its accuracy

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Stop manually entering data and verifying its accuracy

Antiquated CPM tools take time, energy and your budget - for little return. Give up 90-95% of the time spent interacting with spreadsheets and get accuracy and basic data entry in return. With Tagetik, focus on insights and analysis, instead of manual tasks.

A picture tells a thousand words

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A picture tells a thousand words

For the lines of business, a picture is more intuitive than a thousand line spreadsheet or pivot table. Tagetik makes it easy for non-financial managers to create interactive dashboards, visualizations, ad hoc reports and other analytics for most effective views into actionable insights.

Ready for the annual budget book?

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Ready for the annual budget book?

Tagetik allows you to break documents into sections and assign them to specific contributors, manage the iterations, review cycles and approvals with automated workflow, link directly to the financial information, statements and reports, and automatically highlight changes when data is updated. Learn More

Low switching costs and minimal learning curve

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Low switching costs and minimal learning curve

Tagetik works within the Microsoft Office tools that finance already knows but with added CPM capabilities. Plus, when you’re ready to move to the cloud, an intuitive user experience and financial process-centric design minimizes the learning curve.

Tagetik Software is trusted by leading companies across all industries

Testimonials

Customer Quotes

BANCO TOYOTA DO BRASIL

Rafael Yoshihara - Financial Planning Coordinator

“We achieved a 0 to 5% difference between actual and budget figures and a 30% time reduction in our budgeting and forecasting processes. Everybody at Banco Toyota do Brasil is really impressed with the performance of Tagetik’s calculation engine.”

You will learn about the key process features that support integrated rolling forecasts, the specific functionality is needed to fully support integration and how an integrated process can be worth up to 5% of sales

Browse our Resources

White Paper

THE PLAN OF PLANS

Tagetik Performance Management Software helped Johnston Press to create a ‘rhythm of the business’ that provides the infrastructure to set and execute strategy, connecting the strategic setting cycle with the strategic execution cycle.